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Question

Client Request reminders

  • 22 August 2024
  • 2 replies
  • 22 views

Is There a way to be notified when the 5th client request reminder has been sent

@Nicole Gordon there’s not a notification, but you can have the status of the work change and you can then monitor work items with those statuses:

This setting is found in Settings > Workflow > Automators


@Nicole Gordon You’ll manage it by creating a work view filtered by a status “resend client requests. You need to make sure on your work types where this is relevant that this status is selected in settings.


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